Allan Wise

DIRECTOR, Advisory

Dip FP, Grad Dip FP, MFP

Allan has been involved in financial planning, personal insurance, and private wealth management since 2001, combining it with a successful first-class cricket career with both Victoria and South Australia.

Upon his retirement in 2010, Allan founded Cygnet Advisory to provide focused, highly personalised and meaningful advice to a range of clients including retirees, high net worth individuals, small business owners and professional sportspeople through his work with the Australian Cricketers’ Association Education program.

Allan holds a Masters of Financial Planning and uses his diverse background, technical expertise and passion for financial markets to build long term relationships and a wide range of financial solutions for his clients, as an Authorised Representative of Cygnet Financial Pty Ltd.

When Allan is not watching the share market or fostering an approachable and enjoyable environment for his team and clients, he is entertaining his 3 young daughters, enjoying a coffee or wine, or heading out for a run.

“I consider my role as more like a “Financial Coach”. While my approach is centred around understanding and building long-term collaborative relationships with my clients, I gain enormous satisfaction from developing personalised strategies that guide people towards achieving their own financial goals and lasting security.”